SPE

Special Opportunities Fund

30 hedge funds and large institutions have $74M invested in Special Opportunities Fund in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

14.52% less ownership

Funds ownership: 61.89%47.37% (-15%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
30
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$3.79M
2 -$687K
3 -$504K
4
AA
Ancora Advisors
Ohio
-$188K
5
Morgan Stanley
Morgan Stanley
New York
-$122K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$37.7M
2
$7.4M
3
$5.19M
4
$4.13M
5
$3.77M
6
$3.39M
7
$2.32M
8
$1.93M
9
$1.92M
10
$1.83M
11
$1.02M
12
$874K
13
$381K
14
$371K
15
$267K
16
$244K
17
$232K
18
$222K
19
$175K
20
$156K
21
$132K
22
$114K
23
$64K
24
$41K
25
$25K